Author: Louis A. Mezzullo
Publisher: American Bar Association
ISBN: 9781590318379
Category : Business & Economics
Languages : en
Pages : 158
Book Description
Nationally known estate planning authority Louis A. Mezzullo provides comprehensive yet practical advice for designing an effective buy-sell agreement to be used as an exit strategy or as part of the succession or estate planning process. He explains what to consider when drafting an agreement for a C or S corporation, a partnership, or a limited liability company. Tools include the suggested terms of a well-drafted agreement, discussions about funding options, tax consequences, and valuation. Includes CD-ROM with sample agreements.
An Estate Planner's Guide to Buy-sell Agreements for the Closely Held Business
Author: Louis A. Mezzullo
Publisher: American Bar Association
ISBN: 9781590318379
Category : Business & Economics
Languages : en
Pages : 158
Book Description
Nationally known estate planning authority Louis A. Mezzullo provides comprehensive yet practical advice for designing an effective buy-sell agreement to be used as an exit strategy or as part of the succession or estate planning process. He explains what to consider when drafting an agreement for a C or S corporation, a partnership, or a limited liability company. Tools include the suggested terms of a well-drafted agreement, discussions about funding options, tax consequences, and valuation. Includes CD-ROM with sample agreements.
Publisher: American Bar Association
ISBN: 9781590318379
Category : Business & Economics
Languages : en
Pages : 158
Book Description
Nationally known estate planning authority Louis A. Mezzullo provides comprehensive yet practical advice for designing an effective buy-sell agreement to be used as an exit strategy or as part of the succession or estate planning process. He explains what to consider when drafting an agreement for a C or S corporation, a partnership, or a limited liability company. Tools include the suggested terms of a well-drafted agreement, discussions about funding options, tax consequences, and valuation. Includes CD-ROM with sample agreements.
Business Succession Planning
Author: Steve Goodman
Publisher: LULU
ISBN: 1483406458
Category :
Languages : en
Pages : 109
Book Description
Publisher: LULU
ISBN: 1483406458
Category :
Languages : en
Pages : 109
Book Description
Tax and Financial Planning for the Closely Held Family Business
Author: Gary A. Zwick
Publisher: Edward Elgar Publishing
ISBN: 1785367765
Category : Law
Languages : en
Pages : 543
Book Description
Tax and Financial Planning for the Closely Held Family Business serves as a manual to help business advisers devise strategies for clients dealing with family issues. Guiding family businesses through the complex maze of organizational, tax, financial, governance, estate planning, and personal family issues is a complex, time-consuming, difficult, and sometimes emotional process. This book focuses not only on identifying the problems family businesses face, but on devising solutions and planning opportunities for both family businesses and their owners. Each chapter of this book contains creative planning opportunities that advisers can suggest and help implement in order to solve real problems in the family business.
Publisher: Edward Elgar Publishing
ISBN: 1785367765
Category : Law
Languages : en
Pages : 543
Book Description
Tax and Financial Planning for the Closely Held Family Business serves as a manual to help business advisers devise strategies for clients dealing with family issues. Guiding family businesses through the complex maze of organizational, tax, financial, governance, estate planning, and personal family issues is a complex, time-consuming, difficult, and sometimes emotional process. This book focuses not only on identifying the problems family businesses face, but on devising solutions and planning opportunities for both family businesses and their owners. Each chapter of this book contains creative planning opportunities that advisers can suggest and help implement in order to solve real problems in the family business.
Buy-Sell Agreements for Closely Held and Family Business Owners
Author: Z. Christopher Mercer
Publisher:
ISBN: 9780982536438
Category : Business & Economics
Languages : en
Pages : 272
Book Description
Buy-sell agreements are among the most common yet least understood business agreements and many are destined to fail to operate like the owners expect. Many, in fact, are ticking time bombs, just waiting for a trigger event to explode. If you are a business owner or are an adviser to business owners, this book is designed for you, providing a road map for business owners to develop or improve their buy-sell agreement.
Publisher:
ISBN: 9780982536438
Category : Business & Economics
Languages : en
Pages : 272
Book Description
Buy-sell agreements are among the most common yet least understood business agreements and many are destined to fail to operate like the owners expect. Many, in fact, are ticking time bombs, just waiting for a trigger event to explode. If you are a business owner or are an adviser to business owners, this book is designed for you, providing a road map for business owners to develop or improve their buy-sell agreement.
Estate Planning for Owners of Closely Held Business Interests
Author: Louis A. Mezzullo
Publisher:
ISBN: 9781633590243
Category : Close corporations
Languages : en
Pages :
Book Description
... is designed as a guide to the lifetime and post-mortem estate planning techniques primarily applicable to the owners of interests in closely held businesses.
Publisher:
ISBN: 9781633590243
Category : Close corporations
Languages : en
Pages :
Book Description
... is designed as a guide to the lifetime and post-mortem estate planning techniques primarily applicable to the owners of interests in closely held businesses.
An Estate Planner's Guide to Family Business Entities
Author: Louis A. Mezzullo
Publisher:
ISBN: 9781641056540
Category : Estate planning
Languages : en
Pages :
Book Description
"This fourth edition to An Estate Planner's Guide to Family Business Entities brings the second edition current through December 1, 2019 and is designed for the estate planner who is considering the most appropriate way to achieve his or her client's goal of transferring wealth to younger family members. Although it covers both tax and nontax considerations, its major emphasis is on the tax considerations, covering choosing the business entity and comparing the various entities that are available; highlighting recent developments concerning choice of entity; covering the application of the special valuation rules and other transfer tax issues, as well as the use of a grantor retained annuity trust to reduce the value of the gift when transferring an interest in a family-held entity, are discussed"--
Publisher:
ISBN: 9781641056540
Category : Estate planning
Languages : en
Pages :
Book Description
"This fourth edition to An Estate Planner's Guide to Family Business Entities brings the second edition current through December 1, 2019 and is designed for the estate planner who is considering the most appropriate way to achieve his or her client's goal of transferring wealth to younger family members. Although it covers both tax and nontax considerations, its major emphasis is on the tax considerations, covering choosing the business entity and comparing the various entities that are available; highlighting recent developments concerning choice of entity; covering the application of the special valuation rules and other transfer tax issues, as well as the use of a grantor retained annuity trust to reduce the value of the gift when transferring an interest in a family-held entity, are discussed"--
Planning for Disability
Author: Robert B. Fleming
Publisher:
ISBN: 9781633594401
Category : Capacity and disability
Languages : en
Pages : 0
Book Description
" ... addresses planning for disability from two perspectives: when the client is planning for the client's own disability or incapacity, and when the client is planning for the disability or incapacity of a family member. The Detailed Analysis discusses the various planning options available, based on whether the client is planning for the client's own disability or incapacity or for that of a family member"--Portfolio description (Page (iii)).
Publisher:
ISBN: 9781633594401
Category : Capacity and disability
Languages : en
Pages : 0
Book Description
" ... addresses planning for disability from two perspectives: when the client is planning for the client's own disability or incapacity, and when the client is planning for the disability or incapacity of a family member. The Detailed Analysis discusses the various planning options available, based on whether the client is planning for the client's own disability or incapacity or for that of a family member"--Portfolio description (Page (iii)).
Business Planning
Author: Dwight Drake
Publisher: West Academic Publishing
ISBN:
Category : Business & Economics
Languages : en
Pages : 816
Book Description
"The planning discussions reflect the impact of tax changes through the close of 2010 and include new commentary on today's toughest challenges: the struggle to crawl out of a debilitating recession; the drop in global demand and associated deleveraging; the causes and effects of chronic unemployment; unprecedented government debts and deficits; the scope and impacts of the banking financial crisis; the perpetual uncertainty of taxes; the challenges of health care reform in the years ahead; and tax prospects for the future."--Publisher's website.
Publisher: West Academic Publishing
ISBN:
Category : Business & Economics
Languages : en
Pages : 816
Book Description
"The planning discussions reflect the impact of tax changes through the close of 2010 and include new commentary on today's toughest challenges: the struggle to crawl out of a debilitating recession; the drop in global demand and associated deleveraging; the causes and effects of chronic unemployment; unprecedented government debts and deficits; the scope and impacts of the banking financial crisis; the perpetual uncertainty of taxes; the challenges of health care reform in the years ahead; and tax prospects for the future."--Publisher's website.
The Lawyer's Guide to Family Business Succession Planning
Author: Gregory Monday
Publisher: American Bar Association
ISBN: 9781641056915
Category : Law
Languages : en
Pages : 188
Book Description
"This book provides lawyers with step-by-step guidance on how to lead family business owners through the succession planning process to produce a result that is tailored to the unique circumstances and objectives of the owners and their successors."--Back cover.
Publisher: American Bar Association
ISBN: 9781641056915
Category : Law
Languages : en
Pages : 188
Book Description
"This book provides lawyers with step-by-step guidance on how to lead family business owners through the succession planning process to produce a result that is tailored to the unique circumstances and objectives of the owners and their successors."--Back cover.
Transferring Interests in the Closely Held Family Business
Author: James Jurinski
Publisher: ALI-ABA
ISBN: 9780831814144
Category : Business enterprises
Languages : en
Pages : 348
Book Description
Publisher: ALI-ABA
ISBN: 9780831814144
Category : Business enterprises
Languages : en
Pages : 348
Book Description